The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option.

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1 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Greetings! This tutorial series is to get you familiar with the basics of using this software. If you have detailed questions on any of this material you should click the CONTACT menu from the main site page and we'll address you as quickly as possible. You are encouraged to go through ALL of these tutorial pages before you begin, so that you can become familiar with the workings of this software. Startup Security and Logins Creating and Editing Custom Fields Managing Multiple Cemeteries Managing Lot Types and Sizes Inputting Cemetery Records Managing Purchasers Searching for Data Viewing the Map Uploading Images Reporting Map Creation and Editing (Advanced Version via Download) Map Creation and Editing (Basic Version via Browser) Setting up Auto-Login or Read-Only Access for Guest Visitors For more information please visit 1/1

2 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home To begin, click the LOGON menu from the main site, Then you'll get to the login screen of the online version. From here you can either create a new risk-free 30 day trial by clicking the option illustrated in #1 below, or you can log into your existing account by filling in the blanks and clicking "Log In" as illustrated in #2 below. If you can't remember your login information, click the link illustrated in #3 below to have your credentials ed to you. 1/3

3 Once you're logged in you'll see the main application page. 2/3

4 For more information please visit 3/3

5 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Security and Logins Once you're logged in, click on the SECURITY button from the main application page. You'll get the Security page where you can modify existing users under your account, or create new users under your account. To edit an existing user, click on the User Name and you'll be given boxes to edit their information. 1/2

6 Usernames must be unique across the platform. So if you try to create a username that is already in use by another account holder you will be given an error message. Provide a secure password that wouldn't be easily guessed. Then choose the rights for this user: Master - Allows the user full control over your account View Only - Allows the user to log into your account, but not to change any data No Reports - Allows the user to log into your account, but not to change any data and prohibits running reports (this is the most restrictive setting) Be sure to Save your user when you're done making your edits. If you no longer need a user, click the Delete button to remove them from your account. For more information please visit 2/2

7 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Creating and Editing Custom Fields Click on the Configuration & Preferences button from the main application page. You'll see the primary configuration page. Here you can choose either the Define Custom Fields link, or click on the Custom Fields menu at the top of the page. 1/3

8 Here you'll see the custom fields definition page. There are three grave location identifiers that the software uses: Section - quadrant of the cemetery Lot - grouping of graves Grave - individual grave 2/3

9 You can redefine how you want these ID's labeled by changing them in the Location ID boxes here. Keep in mind that you may receive an error if you try to use reserved words. Additionally, you can re-name five of the already defined fields: Vault Birth Place Place of Death Social State nearest Relative These fields are only editable because when we first wrote the software we didn't allow the creation of new custom fields, so your only option was to edit existing fields. We kept this feature only to support legacy versions. If you need a new data field that doesn't already exist in the default database, you can click on the "Add New Field" link at the bottom of the page. Here you provide a short name for your new custom field... keeping in mind that you should avoid the user of any special characters and keep it as brief as possible. Then, define the 'type' of custom field you want to create: Text - any string of characters (alpha or numeric), with a maximum data length of 255 characters Number - any numeric value that does not contain decimal places Amount - any numeric value with up to 2 decimal places Date - any calendar date... but it must be a full date (month, day and year) Finally you can choose if the custom field should be hidden, or can be visible, to your read-only visitors to your account (if applicable). When you're all through making edits, click the SAVE CUSTOM FIELD button. Repeat as necessary until all your custom fields are defined. For more information please visit 3/3

10 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Managing Multiple Cemeteries Click on the Configuration & Preferences button from the main application page. This step isn't necessary if you only have one cemetery and your map is simple. But if you do have a need to create multiple cemeteries under your account, this is where you should set them up. If you have a complicated map, you may want to break it up into different cemeteries just for mapping purposes. Many users do this if they have sections that run in odd directions and wouldn't be visibly pleasing on the mapping section. Once you get to the Configuration page, click on the CEMETERY MANAGER menu. 1/3

11 You'll see a listing of already defined cemeteries under your account. If you want to edit an already defined cemetery, click on the cemetery name. If you want to create a new cemetery, click on the Add New Cemetery link. A new page will open with cemetery details. 2/3

12 Please provide all the details you can for your cemetery. This information will be displayed for your visitors when they view your map. Once you're done editing the information, click on the SAVE button. For more information please visit 3/3

13 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Managing Lot Types and Sizes Click on the Configuration & Preferences button from the main application page. When you get to the configuration page, click on the Lot Type Manager menu option. 1/3

14 You'll see a listing of already configured lot types, which you can edit by clicking on the Lot Type Description. Or you can click on the Add New Lot Type link to create a new record. Once you edit or add a record, you get the details page. 2/3

15 Fill in all the details. The sort order determines how the data will appear in your data entry screen in dropdown boxes. Be sure to click SAVE when you're finished editing. For more information please visit 3/3

16 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Inputting Cemetery Data The biggest part of this software is your actual cemetery data... and this is where you'd input (or edit) that data. When you get to the main application window, click on the View/Edit Your Data button. To input a brand new cemetery record, click on the NEW menu option. You'll be presented with the full data input page for your cemetery record. 1/2

17 Be sure to fill in all the blanks that you can. You'll notice dropdowns for Cemetery and Lot Type. These are from the setup you did earlier in this tutorial. If you haven't learned about those yet, please go back and read up on those sections now. When you get to the Purchaser section, you can either input a new purchaser record, or you can pull from an already inputted Purchaser record. If the purchaser is new, leave the dropdown as "-- NEW --" and then fill in the boxes for the purchaser. This will create a new purchaser record that can be used again later. If you already have a purchaser on file and want to use them, find that purchaser in the dropdown and then leave the other purchaser fields blank. You can also add images to your cemetery records, but only when editing a cemetery record, which will be in a later section of the tutorial. For more information please visit 2/2

18 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Managing Purchasers Click on the Configuration & Preferences button from the main application page. Once you're on the Configuration page, click on the Purchasers Manager menu item. 1/2

19 This will display a listing of any purchasers you've already inputted. You can edit an already existing purchaser by clicking on the Purchaser Name, or you can input a new purchaser record by clicking on the Add New Purchaser link. Edit this information as needed and then click the Save button when complete. For more information please visit 2/2

20 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Searching for Data Now that you have data in your account, you'll want to look at it. To do this, click on the View/Edit Your Data button. You'll be presented with the search page. Here you can input keywords (whole or partial) and your data will be scanned for matching content. Use the top box to search by keywords alone. For example, if I wanted to scan the demo data for the name "Burke" I could type in that name and get any matching records. 1/3

21 Or, if you wanted to scan your records by grave identifier (either whole, or partial) you could input that information into the three location boxes at the top of this page. These represent Section, Lot, and Grave (respectively). So, let's say I want to scan my demo data for any record in section "D"... You can also narrow your search to a specific cemetery within your account by changing the dropdown under "Which Cemetery". And once you find the record you want, you can click on the VIEW link next to that record to view the record in the display page. 2/3

22 It should be noted that this information opens up in a new tab in your browser. This is intentional, so that you can go back to the search results in the prior tab and open up other records if you desire. When you're done looking at this information you should close the newly opened browser tab so you can return to the main application tab. If you want to edit this record you'll notice a "** CLICK HERE TO EDIT THIS RECORD **" link at the top of the page. This is only visible to "master" users under your account. Click on this link to open the edit window and change the information as necessary. Something you can do while editing, that you couldn't do while adding, is to add images to your data record. If you scroll all the way down you can see the button for this. We discuss this in more detail on another tutorial page. For more information please visit 3/3

23 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Viewing the Map If you've already created a cemetery map (discussed in a later tutorial) you can view that map here. Click on the View/Edit Your Data button from the main application page. If you have more than one cemetery defined, you'll see a dropdown selection to choose which cemetery you want to view. Otherwise it will go directly into your map view. 1/4

24 There's a lot of information in this sample page, so let's start at the top. There's a link here that says "Click here to view a graphical image of the map." This is visible if you uploaded an image file of your map in the Manage Cemeteries section of the configuration of this software. If you did not upload an image, this link is not visible. The legend shows you the colors that are used on the map: Green - unused. This is meant to represent grassy areas of your map that are undeveloped White - available. This is meant to represent a grave on your map that is not yet reserved, purchased or interred Red - buried. This is meant to represent a grave on your map that is interred Blue - purchased. This is meant to represent a grave on your map that is purchased, but not yet interred Yellow - reserved. This is meant to represent a grave on your map that has an interested party, but they have not actually purchased the grave yet nor are they interred Black - path/road. This is a visual key to show your visitors landmarks within your map If you inputted cemetery details in your Cemetery Manager, that information is displayed below the legend. Finally, your map is displayed (if created... see a later tutorial for that). If you hover your mouse over an area on the map you'll see a tiny popup appear to highlight the details of that grave. 2/4

25 Additionally, if you click your mouse on a grave, a window opens giving you even more details about that grave. Note that you can have more than one record with the exact same grave identifiers (Section, Lot, Grave). If you click on the REVIEW link next to a record, it opens up that record in full view mode so you can see all the record details. This data is opened up in a new tab in your browser so that your map is still in the main application tab. For more information please visit 3/4

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27 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Uploading Images This section assumes you've already read the tutorial on searching for your data. If you have not, please do so before starting this section. To add images to a record, you must first search for your data. When your record is displayed, be sure to click on the link for "CLICK HERE TO EDIT THIS RECORD" as illustrated below... Scroll all the way to the bottom of the edit page and you'll see a button to Add Images. Click on this. 1/4

28 A new page will be displayed asking you to choose the image file you want to upload. Image files must be either JPG or PNG format. Click on the button to locate your file. Locate the file on your computer, highlight the file, and then click the OPEN button. 2/4

29 Then click on the Upload the Selected File button to begin the file transfer. Now when you're returned to your data record, if you scroll to the bottom of the page, you can see the image file you just uploaded. You can add more images if you like by repeating all these steps. 3/4

30 This is a minimized version of the image you uploaded. If you click on the image, it opens larger in another page. From here you can remove the image but only by typing the word DELETE in the box and then clicking the delete button. For more information please visit 4/4

31 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Reporting This section assumes you have data inputted into your account. If you don't, no worries, you can still read through this material and then when you have data you can actually follow along with the instructions. To get started, click on the Reports button from the main application page. When you get to the reporting page, the first thing you'll notice is there are three sections of the page to decipher. 1/4

32 Area 1 represents already programmed reports that anyone can use. These are very generic and you will likely use some, but you will want to gradually create your own reports once you get used to the software. To use these reports, just click on the report name and the resulting records will be displayed in a new page. It could take a couple of seconds, and it could take several seconds, all depending on the amount of data in your account database. Area 2 represents any custom reports that you've already created. Just choose the report you want to run by selecting it in the dropdown, and then either click the "Run Selected Report" button, or click on the "Edit Report" button if you want to further define the report before running. It could take a couple of seconds, and it could take several seconds, all depending on the amount of data in your account database. Area 3 is the report definition section. If you clicked to edit an existing report, the report definition will be displayed here. Otherwise you start a new report definition and then name the report at the bottom of the page. So... let's say you just want to review the first standard report... Interred by Location. If you click on this with the sample data, you get the following: You'll see that you have two green buttons above the report. 2/4

33 Export to Tab-Delimited Text - This creates a text file containing all the data that your report generated Export to Excel - This creates a Microsoft Excel file of your report. When it generates you might get a message that the file format and extension don't match. Just click the Yes button to continue opening the file. You'll have to click the Return menu to get back to the main application window to run another report. Do that and we'll try creating a custom report. In the example below, I've chosen the columns of data I want to appear on my custom report, and I've defined the sort order of the columns, and I've included some filters: BirthDate > nothing - When you do this with a date field, it means only display records that contain a valid Date of Birth DeathDate > nothing - Again, I'm saying I want to only return records with a valid Date of Death InterDate > nothing - And finally, only return records with a valid Date of Interment When it's all done it will sort the report by: AgeYMD (which is the age of the interred, broken down by years, months and days) InterLastName InterFirstName Then scroll all the way to the bottom of the page and supply a name for the report and click on the button to Save and Run. Using the sample data, the report looks something like this /4

34 For more information please visit 4/4

35 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Map Creation and Editing (Advanced Version via Download) From the home page, click on the CREATE/EDIT YOUR MAP feature. You'll need to download our map editing software. If you've already done this part, you can skip these steps. Click on the download link as illustrated below. You may be asked if you want to OPEN or SAVE the file. Click on OPEN. A window will open displaying the setup routine. Double-click your mouse on the SETUP.MSI file. 1/18

36 Click on the RUN button. The installation routine will start. Click on the NEXT buttons until the installation completes, and then click on the FINISH button. 2/18

37 The installation routine will place an icon on your desktop. Double-clicking on this icon starts the map editing software. Click on the large button to get to the editor window. You're started out with an empty grid. 3/18

38 To begin, you need to assign the maximum columns and rows for your map. These values can be changed later... be use caution when making your map smaller so that you don't erase critical map data. Click on the EDIT menu and then choose the MAXIMUM menu option, and assign the Columns and Rows. Your map fills with green cells indicating unused portions of your map. Map colors for editing are defined as follows: Green = unused portions of the map White = graves, areas where people will be interred Black = roads or paths 4/18

39 If you want to assign a single grave to your map, use the ASSIGN menu and choose the Usable Lot option (or press F4 on your keyboard). In my example below, I placed my cursor in row 2 and column 2 and then chose the Assign / Usable Lot menu options. From there, you are permitted to type the grave identifier into the grave cell (i.e. A,1,1). You must provide all three identifiers... Section, Lot and Grave. Also, your three identifiers must be separated with a comma. 5/18

40 If you want to assign multiple cells at once, left-click in the starting cell, and while the left button is still down drag the mouse to the ending cell (as exampled below). Then you (as exampled below) you can use the Assign / Road menus to create a pathway on your map. 6/18

41 You may have a need to assign multiple graves to a single lot in bulk. Most of the maps I've seen use an eight-grave assignment to lots. But you can change the bulk assignment by using the ASSIGN menu and choosing the Configure the Graves Assignment Grid option. With this you define the rows/columns to be used in your Lot configuration of Graves. In my example I'm going to leave it as four rows by two columns. When you're ready to use this bulk assignment method, input the Section and Lot identifiers, and then input the Grave numbers in the Graves grid. 7/18

42 Move your cursor on the map to where you want to place your first series of bulk Graves. Then click on the ASSIGN menu and choose the Assign Using Section/Lot/Grave Identifiers (or press the F9 key on the keyboard). The results show eight new graves assigned to the map, but something else is updated. Notice that the Lot identifier is automatically incremented up by one. This is to allow you to move your cursor on the map to the next assignment spot and repeat the process without having to keep updating this information. 8/18

43 In my example, I move the cursor to row 10 and column 4 and press the F9 key on my keyboard to make the next bulk Graves assignment. Again, the Lot identifier is incremented and a new set of graves appears on the map. 9/18

44 You can continue making edits as necessary. When you're ready to stop you can click on the MAP menu and choose SAVE MAP to LOCAL HARD DRIVE. This saves a copy so you can come back later and make more edits. When you come back, you can click on the MAP menu and choose OPEN MAP FROM LOCAL HARD DRIVE to restore your work. 10/18

45 When you're completely finished and ready to upload your map to your online account, click on the MAP menu and choose the EXPORT MAP option. You'll be asked to provide your username and password. Then click on the LOGIN button. 11/18

46 Select the cemetery that the map will be assigned (if more than one) and then click the BROWSE button to locate your working map file. The map file is named MAP-EXPORT.ONLINE and is stored in your MY DOCUMENTS folder. Highlight this file and click on the OPEN button. 12/18

47 Click on the UPLOAD button to complete the transfer process. When the upload is finished, you'll receive a message indicating completion. 13/18

48 If you want to load your map from your online account into the map editor, use the MAP menu and choose the IMPORT MAP option. Input your username and password and then click on the LOGIN button. 14/18

49 Choose the cemetery (if more than one) and then click on the DOWNLOAD button. Once the map is loaded you'll get a message indicating completion. 15/18

50 To see your map in action, go to the HOME page of your online account and click on the VIEW/EDIT YOUR DATA feature. Click on the VIEW MAP menu option to see the map. 16/18

51 Choose the cemetery (if more than one) and click on the SUBMIT button. Your map is displayed. If you have data inputted, the map will attempt to link your data records with the grave indicators you provided during map creation/editing and will color code your map accordingly. Moving your mouse across the map displays a popup box indicating the grave identifiers and any interred/purchaser data that may be assigned to that record. 17/18

52 Left-clicking your mouse on a grave will open a window giving further details about who might be interred/purchased on that grave. From there, you can jump directly to that data record in the database. For more information please visit /18

53 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Map Creation/Editing (Basic Version via Browser) You can now create/edit your maps using a basic built-in browser based map editor. This tool is not as involved as the downloadable application (which is recommended for large maps). To get started, click on the CREATE/EDIT YOUR MAP icon when you log in. If this is your first time editing your map, you will see just an empty page displayed. Click on the dropdown to select the cemetery you want to edit and then click on the CONFIGURATION menu. Here you can define the rows and columns that will be required to hold your map. The map is a block grid where the graves are displayed horizontally. Note that your map does not need to be designed with north at the top, if this assists any in your design. 1/10

54 Since this is a test map, I don't want to make it too large, so I'm just going to define 10 columns and 10 rows. You should add as many rows/columns as you will need, but keep in mind not to design a map larger than you need as the bigger the map the more time that will be needed to calculate and display it later. When you've inputted your columns and rows, you'll be asked to confirm your elections. Click on the YES button to proceed, or click on the NO button to reject. 2/10

55 You can see that a grid is now displayed... all in green... with 10 columns and 10 rows, per my specifications. At this point I can start defining graves and roads in my cemetery. Using your mouse, left-click in one of the cells of the grid where you want to create either a grave or a road. A popup identifies the row and column where you clicked and gives you a dropdown indicating the current definition of that cell (in this case "unused"). If you want to create a grave, change the dropdown to "Grave". If you want to create a path/road, change the dropdown to "Path/Road". Then provide the Section, Lot and Grave identifiers that will match your database records. For example, I have a record already set up identified as A /10

56 So I create those same identifiers in the map and then click on the Save Grid Information button. When the map is displayed again in the editor you see that we now have one grave defined with a section/lot/grave of A-1-1. If I jump out to look at my database records, I see that I already have a record assigned in this identification (see below) /10

57 And if I click on the VIEW MAP menu from here I can see if it properly color-codes my map... And it does... the grave is properly colored RED because my test record is already buried in that grave. Hovering your mouse over a grave gives you the information of that grave. Now back to the editor... I can click on the cell to the immediate right of the cell I just created as a grave and start creating more graves /10

58 I click on the Save Grid Information button and my map starts to grow... Now if I jump back to the VIEW MAP function you can see that I have two graves but only one is colored because I don't have a matching record in the database for the second grave yet. 6/10

59 I go into my map editor and create several more graves... Now let's say I want to add a couple of roads to my map so it is more visually accurate to a real map. I could click in one of the cells where the road should be and then change the dropdown to Path/Road. 7/10

60 Then when I click on Save Grid Information you can see how the road will start to look. I repeat these steps for as many cells that need to be identified as a Path/Road /10

61 And then when I return to the MAP VIEW feature it all starts to fall into place. Again, this can be very slow and painful because the browser editor is limited in what a browser can do. If your map is large and detailed you would be better off using the downloadable map editing software that we provide. There is a separate tutorial for that. 9/10

62 For more information please visit /10

63 The Crypt Keeper Cemetery Software Online Version Tutorials To print this information, right-click on the contents and choose the 'Print' option. Home Setting up Auto-Login or Read-Only Access for Guest Visitors Once you're logged in, click on the SECURITY button from the main application page. Only users with "master" access can perform this function. This setup assumes you've already read through the security tutorial earlier in this material. If you haven't done that please go there now. The following feature gives you a URL that you can either provide to guests, or use in your own website so that visitors can directly access your account without having to log in. When you create your read-only guest user, be sure to deselect the Master checkbox, and then checkmark both of the remaining checkboxes as illustrated below, and then click Save. 1/3

64 After the record is saved, re-open the user you just created and a new button will appear... Get Auto Login URL. After you click this button, it generates a custom URL that you can then share with whomever you like. If you also want to hide The Crypt Keeper logo at the top of the page, you can do this under the Configuration feature page. 2/3

65 For more information please visit 3/3